VLOOKUP stands for vertical lookup and we can use to scan a column and get matching data. In this article, learn how to use VLOOKUP with 10 practical examples. You also get a free sample workbook to practice VLOOKUP.
Table of Contents
What is VLOOKUP?
VLOOKUP stands for Vertical Lookup. We can use it scan your data to find a matching value.
You can use the below syntax to write VLOOKUP.
'SYNTAX
=VLOOKUP(search_value, in_this_data, return_column_number, approximate_match_ok?)
- Search_value: this is the first parameter or option for VLOOKUP. You can specify the lookup value here. It can be a typed-in value or reference to a cell value.
- In_this_data: This is where your data is. It can be on the same worksheet or in another tab. It can be a range of values (like B5:E17) or a table (like tblSales).
- return_column_number: This number tells VLOOKUP which column to extract after the result is found. Refer to below examples to better understand this.
- approximate_match_ok? This TRUE / FALSE setting tells VLOOKUP if you want an approximate or exact match for your search. In 99% of situations, I use FALSE for this, as we need EXACT matches in business situations.
VLOOKUP Explanation
Here is a simple VLOOKUP to get the sales value of Josh from my sales data in the range $B$5:$E$17. The formula returns the result of $1680.
Refer to below image to understand the concept of VLOOKUP.
'SYNTAX
=VLOOKUP(search_value, in_this_data, return_column_number, approximate_match_ok?)
'EXAMPLE
=VLOOKUP("Josh", $B$5:$E$17,3,FALSE)
'RESULT
1680
EXPLANATION
Vertically looks up “Josh” in column B of the range B5:E17 and returns the exact matching value from column D (3rd column from B). Refer to the above picture and syntax to understand the concept.
VLOOKUP - 5 Essential Examples
Now that you understand the concept of VLOOKUP, let’s look at 5 essential examples of this lookup function in day-to-day business settings.
Note: All these examples use the same sales dataset as above. You can grab a copy of this file from here.
Example 1 - Basic Usage of VLOOKUP
The most basic usage of VLOOKUP is to lookup a value in a table and get corresponding matching value from another column.
In this example, we want to lookup sales of “Josh” from the sales data in the range B5:E17.
'EXAMPLE 1
=VLOOKUP("Josh", $B$5:$E$17,3,FALSE)
'RESULT
1680
Example 2 - Using Input Cell for Search Value
One simple way to make your VLOOKUP formulas powerful is by using input cell to maintain the search value. This way, everytime you need to search for a different thing, you just update the search value.
'EXAMPLE 2
'Put a person's name in cell G8, such as Jagjit
'Formula:
=VLOOKUP(G8,$B$5:$E$17,4,FALSE)
'RESULT
709
Example 3 - Searching by pattern (name begins with)
Many times, we don’t know what the full value is. We just know the first few letters. For example, looking at the sales data in range B5:E17, you want to find the sales of the person whose name begins with the value in cell G5.
For example, G5 contains Jav
In this case, we are looking for the person Javed.
'EXAMPLE 3
'Type Jav in G5
'Formula:
=VLOOKUP(G5&"*",$B$5:$E$17,3,FALSE)
'RESULT
$2277
How this “Name begins with” VLOOKUP works?
- The formula is =VLOOKUP(G5&”*”,$B$5:$E$17,3,FALSE)
- First let’s look at the search_value option. This is G5&”*”
- As G5 is “Jav”, this becomes Jav*
- * is a special character for VLOOKUP. It means, anything after Jav.
- So VLOOKUP looks for any name that begins with Jav and finds Javed.
- The rest is easy to understand.
POP QUIZ…
- How would you find Net Sales for the person whose name ends with sh
- Write a formula for that and share your answers in the comment section.
Example 4 - Get the entire record
Let’s say you want the entire record, not just Net Sales column (3). In this case, you can use an array as the 3rd parameter for VLOOKUP. See this powerful example.
'EXAMPLE 4
'Get entire record for Johnson
'Formula:
=VLOOKUP("Johnson",$B$5:$E$17,{1,2,3,4},FALSE)
'RESULT
The entire row of values for Johnson
Johnson 10 $1,540 $570
Note about using this formula:
- If you have Excel 365 or using Excel on the web, the above formula works as is.
- If you are using any older version of Excel (such as Excel 2016 / 2013 / 2010), then you should do the below steps:
- Select a range of 4 cells for your result.
- Type the formula in the very first cell.
- Then instead of pressing ENTER, press CTRL+SHIFT+ENTER
Example 5 - When VLOOKUP can't find the value...
Life would be just awesome if we can always find what we want. Sadly, that is not the case. So what happens when VLOOKUP can’t find the value you want to look for?
It will return an error. #N/A error.
See below example. Read on to learn how to fix the problem.
'EXAMPLE 5
'Looking for an non-existent value
'Formula:
=VLOOKUP("Chandoo", B5:E17,2,FALSE)
'RESULT
#N/A
How to fix the #N/A error in VLOOKUP?
We can use the IFERROR function of Excel to handle errors with our VLOOKUP FORMULAS.
For example, you can use this formula to show a message like “Person not found” for the Example 5 above.
'EXAMPLE 5 with error handling
'Looking for an non-existent value
'Formula:
=IFERROR(VLOOKUP("Chandoo", B5:E17,2,FALSE), "Person not found")
'RESULT
Person not found
How to use VLOOKUP when you have data in a table?
VLOOKUP works great with data in tables or regular ranges. I prefer using VLOOKUP with table data as tables are easier to manage business data.
Related: Learn how to create and use Excel Tables.
Here are 3 examples of using VLOOKUP with CTRL+T Tables in Excel.
'VLOOKUP TABLE EXAMPLES
'Data is in table named tblSales
'Formula:
=VLOOKUP("Josh",tblSales,3,FALSE)
'Result:
$1680
'Formula
=VLOOKUP(G37,tblSales,3,FALSE)
'Result
$1799
'Formula
=VLOOKUP(G41&"*",tblSales,3,FALSE)
'Result:
$2277
Learn more about tables in Excel:
- Tables are a very powerful and time-saving feature of Excel. Please refer to below articles to learn more.
- How to create and use tables in Excel
- Tables + VLOOKUP examples
VLOOKUP - Video Tutorial
Please refer to below video tutorial to understand how to use VLOOKUP.
Download VLOOKUP Examples - Workbook
Please download the sample workbook for this article and learn how to use VLOOKUP quickly.
What are the limitations of VLOOKUP?
While VLOOKUP is a game changer when it was originally introduced, when you look at the data challenges we all face in 2024, it suffers from many limitations. Here are the main downsides of using VLOOKUP.
- It can only lookup on the left-most column: VLOOKUP can only search on the data in left-most column of the table and return values to the right. So, if you want to find out the sales person’s name who has sales of $2,133, we can’t do that with VLOOKUP.
- We can use INDEX+MATCH or XLOOKUP (my preference) to solve this problem.
- Column Numbers: Let’s be real. Nobody refers to their data by column numbers. We think and memorize the data by what it is. So, if I want to lookup a name and get the corresponding sales, then I must translate the sales to column number for VLOOKUP. This is lame.
- We can use XLOOKUP to fix this problem.
- No Error handling: VLOOKUP doesn’t handle errors by itself. So if your lookup cannot find the value, it just comes back with #N/A. This often has a cascading effect on the charts, dashboards or reports you create.
- We can use either XLOOKUP or IFERROR to solve this problem.
- Approximate Trap: I can’t tell you how many times I accidentally leave the last parameter of VLOOKUP out and end up getting wrong results. This is because, if you forget to say FALSE at the end of VLOOKUP, you fall into the approximate trap. Your VLOOKUP RESULTS WILL BE WRONG.
- We can use XLOOKUP or be careful when writing VLOOKUPS.
My top 3 Alternatives for VLOOKUP
Let me be honest here. As of 2024, I no longer use VLOOKUP to solve my lookup problems in Excel. I use one of these alternatives depending on the nature of the job.
- XLOOKUP: Ever since XLOOKUP was launched a few years ago, it has become my go to lookup formula. It can do everything VLOOKUP does and adds many time-saving features.
- XLOOKUP can lookup both vertically or horizontally.
- XLOOKUP defaults to exact match all the time.
- It can lookup on any column and return another column (thus fixing the left column only limitation of VLOOKUP)
- It has built-in error handling mechanism.
- It works well with new Dynamic Array world of Excel.
- Power Query: We can use the MERGE Queries functionality of Power Query to lookup and get matching values for two tables quickly and efficiently. I mention this in my recent video here.
- Power Pivot: If you have two tables each holding one piece of a data puzzle and you want to answer business questions by combining both datasets, we can use Power Pivot’s relationship feature. This automatically connects both tables and let’s you synthesize data to answer queries. Learn how to use Power Pivot to replace VLOOKUPs.
In conclusion: Should you learn and use VLOOKUP?
As mentioned above, I no longer actively use VLOOKUP for my lookup problems. That said, it is a very useful formula and I recommend everyone to learn the basic syntax at the minimum.
- If you use Excel 365 or Excel on Web: Focus on learning XLOOKUP instead.
- If you also work in Power BI: Learn how to use Power Query and Power Pivot to replace LOOKUPS in your data.
- If you work with older versions of Excel: Then VLOOKUP is a must for you. Learn and use it well.
More information on VLOOKUP
Check out below resources and help to learn more about VLOOKUP and alternatives.
15 Responses to “Highlight Employees by Performance Rating – Conditional Formatting Challenge”
While this might solve the question Shelly asked, there is another option that might be more useful - a pivot table could make a list of people who fall into the various categories, so, if you needed to simply see who got in the top bracket to give them a bonus, you would have that list
Simply sorting by the rankings would work too, but you would knock them out of alphabetical order.
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The solution I chose makes use of the percentile formula.
The percentile formula returns the value representing the K-th percentile of a range of values. The range of values is the first criteria, and K is the second criteria in the formula.
I applied Conditional Formatting according to the formulas in the order below:
5% =$C6>=PERCENTILE($C$6:$C$33,0.95) Dark Blue
15% =$C6>=PERCENTILE($C$6:$C$33,0.85) Light Blue
65% =$C6>=PERCENTILE($C$6:$C$33,0.1) Green
10% =$C6>=PERCENTILE($C$6:$C$33,0.05) Light Red
5% =$C6<PERCENTILE($C$6:$C$33,0.05) Dark Red
The issue I noted with this approach is that Zambi was not highlighted in my solution as it is in the solution provided. Unless I am mistaken, and I very well may be, the 10th percentile for this data set is at 2.21, so Zambi would fall above the 10th percentile with a PR of 2.3.
The first step to this was figuring out the 'buckets'; what scores should fall into each range. In attempting to match the formatting of the spreadsheet, I determined the buckets below.
5% = 95% to 100%
10% = 90% up to but not including 95%
65% = 10% up to but not including 90%
10% = 5% up to but not including 10%
5% = under 5%
After that, it is a relatively simple matter to plug the necessary values into the conditional formatting formulas as shown above.
One final consideration is that while the buckets above match the color banding on the spreadsheet, I believe that the original request suggests a different color banding with 6 buckets shown below.
Top 5% = 95 to 100% Dark blue
Top 10% = 85 up to but not including 95% Light blue
Top 65% = 35 up to but not including 85% Green
Bottom 10% = 10% down to but not including 5% Light Red
Bottom 5% = 5% or under Dark Red
This leaves one final bucket of 10 to 35% (exclusive of both values) that is not highlighted and so would remain white.
Thank you Chandoo and Shelly for an interesting and useful exercise. This is certainly a valuable technique to have in my reporting bag of tricks.
Use of PERCENTILE is a smarter way of doing it. Below is my solution.
First 5 % = Apply conditional formatting (Dark Blue) as highlight ">=" =PERCENTILE(C:C,0.95)
Next 15% = Apply conditional formatting (Lighter Blue) as highlight between =PERCENTILE(C:C,0.95)-0.01 and =PERCENTILE(C:C,0.8)
Next 65% = Apply conditional formatting as highlight (Olive Green) between =PERCENTILE(C:C,0.8)-0.01 and =PERCENTILE(C:C,0.15)
Next 10% = Apply conditional formatting as highlight (Lighter Red) between =PERCENTILE(C:C,0.15)-0.01 and =PERCENTILE(C:C,0.05)
Bottom 5% = Apply conditional formatting (Red) as less than =PERCENTILE(C:C,0.05)
I agree, this is a challenge faced by HR managers every year and use of percentile formulae is the most popular solution which permits further processing like making bell curve, applying increments based on segmentation etc.
Hi Chandoo,
I came at the same solution as yours (not looking at yours first) but I have hard coded the conditions in the conditional formatting. For example:
=AND($C6>=$D$10,$C6<$D$9)
I have done the same thing 5 times for each condition. This makes the formatting independent of the order of specification. I think it will work better across versions of excel.
To copy the same thing in all sheets, Shelly can copy these formatted cells with format painter and apply it to the relevant cells in next sheet and so on! I know 700 sheets will be difficult but I dont know of any other way to apply conditional formating rules to the whole sheet.
First i have used percentile formula in the next column of "percentile Threshold" where E5, E6.. is input to colour code.
The idea behind doing this is to replicate the formula for any range and any threshold
=PERCENTILE($C$3:$C$30,1-E5)
=PERCENTILE($C$3:$C$30,1-E6)
=PERCENTILE($C$3:$C$30,1-E7)
=PERCENTILE($C$3:$C$30,1-E8)
=PERCENTILE($C$3:$C$30,1-E9)
Now i have given logic to different employee by applying "if Formula"
=+IF(J3>=$G$5,1,IF(J3>=$G$6,2,IF(J3>=$G$7,3,IF(J3>=$G$8,4,5))))
where 'J" referes to PR and "G" refers to percentile derived from above mentioned formula.
once again it is replicable (just change reference points)
Now comes the major part of Conditional Formatting, i have used "use a formula to determine which cells to be formatted"
Formula =$j=5, format "required colour" Applies to "$I$3:$J$30"
plus put tick on stop if true
This solves the query, important point that this is repeatable and can be done for n number of departments
Thanks !
I had done some reading on it and in Excel 2010 a new function has been introduced, percentile.exc. Attaching a video which also talks why the old percentile function shouldn't be used as it acts erroneous at times. Might be worth a watch Chandoo,
http://www.itechtalk.com/thread10579.html
@Deepa
Quit correct.
Where ever you use statistical spreadsheet functions and are using excel 2010 you should use the new versions of the functions as MS did a lot of work to speed up and fix errors in the old functions.
Warning: If you use the new Excel 2010 statistical functions in Named Formulas most of them will crash excel so do keep that in mind.
Hello Chandoo,
When i first read the challenge file, i thought, the color that need to be applied for a given rule, also need to be picked dynamically as given in rule set. But in the solution file, i found that color is hard Coded. So in case, someone has same data, but wants different colors, he/she needs to goto manage rules and change colors.
Let me know if my understanding is correct, and if yes, can we also make the color to be applied dynamic?
Thanks
Kishore
HI I ALSO USED THE PERCENTILE FUNCTION. HOWEVER, I WENT A STEP FURTHER AND USING THE SMALL() FUNCTION I SORTED THE DATA BY PERCENTILE SO THE COLOSCHEME WOULD BE GROUPED BASED ON THE VALUE. THIS WAY IT IS BETTER AND EASIER TO VIEW.
[...] recently posted a challenge to help a reader with a [...]
Hi, i have got doubt regarding to the percentages that has been put in chandoo's spreadsheet, i cant understadn how he put directly. can some one please explain how chandoo put the percetages straight way that i stated below..
5%
15%
60%
10%
5%
I have stumbled on this post as the solution has been already given so I have taken the liberty to record a video where I show the implementation of it as well as adding a filtering feature which I hope can prove to be useful.
Thank you
http://www.xlninja.com/2012/06/28/how-to-use-excel-to-highlight-employee-performance-rating/
[...] scriu nici macar un cuvant din urmatorul articol. Astazi mi-am citit mailul si hopa challenge de la Chandoo. Cum puteam sa refuz asa ceva si m-am apucat de citit, iar dupa 5 min i-am spus sotului ca pe asta [...]
Question for Chandoo:
I came to your site late but am totally loving these challenges 🙂
I guess it all boils down to how the bins are set up.
I agree with the PERCENTILE.INC function.
pls help me understand where I am wrong.
I have determined following the bins:
bottom 5% <=2.00 (F6:F33 <=PERCENTILE(range,.05))
lower 15% (5+10) <= 2.40 (F6:F33 <=PERCENTILE(range,.15))
lower 80% (5+10+65) <=3.46 (F6:F33 <=PERCENTILE(range,.80))
lower 95% (5+10+65+15) <=4.00 (F6:F33 =PERCENTILE(range,.95))
top 5% <=4.20 (F6:F33 <=PERCENTILE(range,1.00))
I find that only Tom is highest scorer and unique top 5% achiever.
I notice that Chandoo has included Christy and Daniel in top 5% achievers. How can there be 3 people in top 5% out of a population of 28 (5% of 28 = 1.4, i.e. only one person can achieve that status)?
I tried different ways but cannot get to that distribution.
Rest of the work is simply organizing the conditional formatting rules with Stop If True box checked.
Thanks for your insights